← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1701	Fort Sheridan Advisors Highland Park, Illinois	$242K	+$218K	1	0.15%	New
1702	Parkside Financial Bank & Trust Saint Louis, Missouri	$241K	-$14.9K	2	0.08%	Reduced
1703	Formidable Asset Management Cincinnati, Ohio	$240K	+$215K	1	0.07%	New
1704	Grandfield & Dodd New York	$240K	+$217K	1	0.02%	New
1705	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$238K	+$214K	1	0.11%	New
1706	Cooper Financial Group Irvine, California	$237K	-$80.9K	1	0.08%	Reduced
1707	Knightsbridge Asset Management Newport Beach, California	$237K	+$206K	1	0.15%	New
1708	Redwood Investment Management Scottsdale, Arizona	$237K	+$213K	1	0.07%	New
1709	SMH Sanders Morris Harris Houston, Texas	$237K	-$1.7M	1	0.12%	Reduced
1710	Advisors Capital Management Ridgewood, New Jersey	$235K	+$211K	1	0.01%	New
1711	Well Done LLC Holland, Michigan	$235K	+$211K	1	0.06%	New
1712	SIC Samalin Investment Counsel Chappaqua, New York	$234K	+$211K	1	0.25%	New
1713	SCG Sonata Capital Group Seattle, Washington	$234K	+$211K	1	0.15%	New
1714	Atlantic Union Bankshares Glen Allen, Virginia	$233K	+$209K	1	0.03%	New
1715	Busey Bank Urbana, Illinois	$233K	+$210K	1	0.02%	New
1716	DF Dent & Co Baltimore, Maryland	$233K	+$209K	1	0%	New
1717	MTC McDaniel Terry & Co Austin, Texas	$232K	-$86K	1	0.04%	Reduced
1718	Vicus Capital State College, Pennsylvania	$232K	+$209K	1	0.04%	New
1719	Forte Capital Rochester, New York	$231K	+$208K	1	0.05%	New
1720	Dodge & Cox San Francisco, California	$229K	+$206K	1	0%	New
1721	Foundry Partners Minneapolis, Minnesota	$229K	+$206K	1	0.01%	New
1722	IAP Indie Asset Partners Carmel, Indiana	$229K	-$104K	1	0.29%	Reduced
1723	QC QCM Cayman Houston, Texas	$228K	+$198K	1	0.52%	New
1724	CA Crumly & Associates Springfield, Illinois	$227K	+$205K	1	0.21%	New
1725	Graypoint LLC Albany, New York	$227K	-$68.6K	1	0.05%	Reduced